CIK: 0001541897
申報總市值
US$6.2億
僅顯示前 200 大持股（共 746 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VV | Vanguard Large-cap ETF | ETF-其他 | 19.34% | — | +5.60% | |
| 2 | WST | West Pharmaceutical Services | 股票-醫療保健 | 4.03% | — | -1.31% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 3.83% | — | -0.96% | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.50% | — | -1.20% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 3.41% | — | +21.34% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.95% | — | -0.26% | |
| 7 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 2.78% | — | -8.31% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.26% | — | +10.94% | |
| 9 | VXF | Vanguard Extended Market ETF | ETF-其他 | 2.21% | — | +11.11% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 2.00% | — | +2.61% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.85% | — | -0.16% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.80% | — | +1.53% | |
| 13 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.77% | — | +12.88% | |
| 14 | GSEW | Goldman Sachs Eql Wght Large | ETF-避險與商品 | 1.58% | — | +8.05% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.31% | — | -6.44% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.30% | — | -15.55% | |
| 17 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.29% | — | -1.07% | |
| 18 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.28% | — | -4.67% | |
| 19 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.98% | — | -5.57% | |
| 20 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.88% | — | -2.60% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.85% | — | +9.23% | |
| 22 | CCK | Crown Holdings INC | 股票-循環性消費 | 0.84% | — | — | |
| 23 | PEP | Pepsico INC | 股票-非循環性消費 | 0.82% | — | +0.95% | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.80% | — | +5.40% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.73% | — | -1.99% | |
| 26 | FDX | Fedex CORP | 股票-工業 | 0.64% | — | +8.55% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.61% | — | -2.23% | |
| 28 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 0.59% | — | +29.64% | |
| 29 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.59% | — | +0.50% | |
| 30 | IDXX | Idexx Laboratories INC | 股票-醫療保健 | 0.57% | — | — | |
| 31 | PFS | Provident Financial Services | 股票-其他 | 0.56% | — | +0.00% | |
| 32 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.53% | — | -2.95% | |
| 33 | WTRG | Essential Utilities INC | 股票-公用事業 | 0.52% | — | — | |
| 34 | VUG | Vanguard Growth ETF | ETF-其他 | 0.51% | — | +0.71% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.51% | — | +0.01% | |
| 36 | PFE | Pfizer INC | 股票-醫療保健 | 0.50% | — | +2.10% | |
| 37 | AMGN | Amgen INC | 股票-醫療保健 | 0.50% | — | +4.39% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.48% | — | -8.69% | |
| 39 | VFH | Vanguard Financials ETF | ETF-其他 | 0.47% | — | +6.27% | |
| 40 | FDBC | Fidelity D&d Bancorp INC | 股票-其他 | 0.46% | — | — | |
| 41 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.45% | — | -17.07% | |
| 42 | TGT | Target CORP | 股票-循環性消費 | 0.44% | — | +3.36% | |
| 43 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.44% | — | +8.65% | |
| 44 | CAT | Caterpillar INC | 股票-工業 | 0.42% | — | +0.43% | |
| 45 | VIS | Vanguard Industrials ETF | ETF-其他 | 0.40% | — | +18.71% | |
| 46 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.40% | — | -6.55% | |
| 47 | UNH | Unitedhealth Group INC | 股票-醫療保健 | 0.39% | — | -8.02% | |
| 48 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.39% | — | +7.55% | |
| 49 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.37% | — | +0.01% | |
| 50 | HD | Home Depot INC | 股票-循環性消費 | 0.36% | — | -0.12% |